Long work, tracked step by step.
Company formation, a fit-out contract, a certification course. Define the steps once on the service, and every new deal follows the same steps in the same order, so anyone can see what is done and what is holding the rest up.
Formation, construction, a course. Define the track once on the service and every deal that sells it arrives with the same stages, already in order.
The track
Set the steps up once. Every deal follows them.
Instead of rebuilding a checklist on every deal, you define the steps on the service itself. The hundredth licence application then runs exactly the same way as the first.
Six steps, and the licence is the one that takes the time
- Name reservedTrade name approved and held
- Documents collectedPassports, proofs, board resolution
- Licence applied forSubmitted, waiting on the authorityWhere this deal is
- Licence issuedThe trade licence is in hand
- Establishment cardImmigration file opened
- Visas stampedThe part the client actually feels
The flow belongs to the service, so every deal that sells it gets the same steps without anybody rebuilding them. Move a deal on and the stage moves with it.
Everyone can see which step is holding it up.
Who this is for
Three kinds of work this was built around.
All three take weeks or months to deliver, and the customer keeps asking how far along things are. Stage flows give everyone the same clear answer.
Name reservation, documents, the licence application, the licence itself, the establishment card and visas. Every step is visible, so you can tell the client exactly where their licence is.
Design sign-off, first fix, second fix, handover. Each stage can release its share of the contract value, so the payment schedule follows the work automatically.
Enrolment, taught modules, assessment, certification. The whole cohort moves through together, so you track the intake as one group.
Turn any service into staged work with one setting.
Choose the stage delivery model on a service, and you define its steps right there on the same page.
- Use a fixed set of stages for work like formation or construction
- Or let each quote build its own set of steps for bespoke work
- Define and edit the steps in one place, on the service itself
- Move a deal forward and its stage updates for everyone
- Add a payment plan so money can follow the stages
Access
Who can do what.
Anyone doing the work can move a deal forward. Changing the steps everyone follows takes a higher role.
See where any deal has got to.
Move a deal to its next step.
Define the steps a service moves through.
Choose which services use stage delivery.